Connecting wealth with purpose


Welcome to the Etergino Group

Our business is much more than just money management. At its core, it is life management. To our clients, money represents more than just dollars; money represents security, opportunity, a means of helping their families, and a capacity to give philanthropically. As our clients express both their dreams and concerns about their lives, our mission — connecting wealth with purpose — underscores our commitment to aligning our clients' money with their life goals. Whatever your priorities, we will manage your wealth with them at the center so that you can live the life you want.

Proud to be an award-winning advisor

Knowing that our success is determined by how well we serve our clients, we are very proud that Ann Marie Etergino has received prestigious industry awards from leading financial publications. We are honored by these recognitions because they are a testament to the first-class service we deliver, our ability to understand what is most important to each client, and our strong track record of helping clients achieve their goals.

  • Financial Times Top 400 Advisor List 2017, 2018
  • Barron's Top 1200 Financial Advisors Award for 2017, 2018
  • Forbes America’s Top Women Wealth Advisors 2017,2018
  • Forbes/SHOOK State-by-State Top Wealth Advisor for 2018
  • Washingtonian's Top Money Advisor January 2018
  • Barron's Top 100 Women Financial Advisors in 2017 

 

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about The Etergino Group

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